+797.8%
PH vs VTR
+99.2%
+698.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | -11.0% | +1.1% | -12.1% | -11.4% |
| 3M | +5.5% | +7.9% | -2.4% | +1.8% |
| 6M | +1.5% | +6.2% | -4.7% | -1.7% |
| YTD | +8.8% | +17.7% | -9.0% | +1.0% |
| 1Y | +24.5% | +32.9% | -8.4% | +9.8% |
| 3Y | +141.2% | +129.7% | +11.5% | +67.6% |
| 5Y | +256.3% | +89.3% | +167.0% | +163.4% |
| All | +797.8% | +99.2% | +698.7% | +420.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling